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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,136 | $159,934+20.1% | $147,005+30.7% | $145,959+31.6% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 16.32% | 98.24%-81.9pp | 418.76%-402.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $4,506 | $5,287-14.8% | $4,934-8.7% | $4,661-3.3% |
| Participant deferral / active EE | $12,539 | $8,427+48.8% | $8,070+55.4% | $6,689+87.5% |
| Admin fee / account holder | $10,223 | $15,053-32.1% | $13,006-21.4% | $13,398-23.7% |